Institutional Ownership Schwab Strategic Tr Us Small C (SCHA)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Small C (SCHA). We have compiled data on the 1,257 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $5.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
183,614
shares
|
$4.39 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
181,768
shares
|
$4.35 Million
0.35% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
181,711
shares
|
$4.35 Million
0.14% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
180,892
shares
|
$4.33 Million
1.31% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
180,726
shares
|
$4.32 Million
2.04% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
177,050
shares
|
$4.24 Million
3.31% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
175,208
shares
|
$4.19 Million
2.51% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
First International Bank & Trust
Watford City, ND |
May 12, 2025 Q1 2025 |
171,781
shares
|
$4.11 Million
1.28% of portfolio
|
Q1 2025
Reduced 80.67%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
170,010
shares
|
$4.07 Million
0.01% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
169,869
shares
|
$4.06 Million
0.01% of portfolio
|
Q1 2025
Added 10.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
169,279
shares
|
$4.05 Million
0.03% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
166,773
shares
|
$3.99 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.95%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
164,138
shares
|
$3.93 Million
1.38% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
163,863
shares
|
$3.92 Million
0.36% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
163,750
shares
|
$3.92 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
163,176
shares
|
$3.9 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
162,243
shares
|
$3.88 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
161,992
shares
|
$3.88 Million
0.83% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
161,992
shares
|
$3.88 Million
0.74% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
159,785
shares
|
$3.82 Million
3.35% of portfolio
|
Q1 2025
Added 18.14%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
158,999
shares
|
$3.8 Million
0.17% of portfolio
|
Q3 2022
Added 122.71%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
158,279
shares
|
$3.79 Million
0.47% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Apr 22, 2025 Q1 2025 |
156,206
shares
|
$3.74 Million
3.35% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
155,036
shares
|
$3.71 Million
2.06% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
154,595
shares
|
$3.7 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.71%
|